Creating a Transaction

Log into Salesforce as a user who has permission to create a transaction.

On the Salesforce menu, click Transactions. The Transactions Home page appears.

In the Recent Transactions section, click New.

Enter a Transaction Name.

Click Next. The transaction is created, with the logged-in user as its default recipient.

Adding Documents

The system supports a maximum of 5 MB per document (smaller documents yield better performance — we recommend under 5 MB per document). The system supports a maximum of 10 documents per transaction or transaction template. However, there is no limit to the total collective size of documents in a transaction.

To add documents to your transaction:

From the Documents section of the transaction, click Add Document. A new page appears.

Click Upload local files.

Click Choose Files.

Select one or more files from your local directory, and click Open.

Click Add selected documents. The documents you selected are added to the transaction.

Adding Recipients

To add two recipients to your transaction:

From the Recipients section of the transaction, click Add Recipient. A new row appears.

From the drop-down menu in that row, select Contact.

Click the magnifying glass next to the Lookup field, and select a Contact.

Click Add Recipient again. A new row appears.

From the drop-down menu in that row, select External Email.

Manually enter the First Name, Last Name, and Email of a suitable recipient.

Click Save Recipients. The two recipients you specified are added to your transaction.

Preparing Documents

To prepare your documents for signing:

While viewing your transaction (to which one or more documents have been added), click Prepare.The Derecipient view appears.

On the Electronic Disclosure and Signature Consent agreement, click the right-facing arrow to display the transaction's first document.

From the drop-down Recipients menu, select a recipient.

Click Add Signature to add a Signature Block for that recipient.

Drag the Signature Block to where you want it to appear in the document.

If you want to change the Signature Block type, or if you want to add a field, click the gear icon. The Signature Block menu appears.

Repeat Steps 4-7 for each Signature Block you want to add to the document.

If there is another document, click the right arrow to display it, and repeat Steps 4-8.

Repeat the previous step for each document in the transaction.

Close the window by clicking the X in the upper right corner.

Sending the Transaction

To send your transaction to be signed:

From the Transaction Edit page, click Send. The transaction is sent to be signed, and each recipient receives an appropriate email.

Signing the Transaction

To sign the documents in your transaction:

If you are the Transaction Owner as well as a recipient (with at least one assigned Signature Block), on the Transaction Detail page, click Sign.
A preview window displays the first document.

If you are a recipient but not the Transaction Owner:

In the email you received, click Go to Documents.

Read the Consent Agreement, and click Accept.
A preview window displays the first document.

Sign all of your Signature Blocks in the document. Those blocks should be indicated by sticky notes.

If any unsigned Signature Blocks lie outside your screen, an Unsigned Signatures notification displays the number of signatures that are still required.

A progress bar at the top of the document indicates the number of signatures you have completed, as well as the total number of signatures assigned to you in this document (e.g., 3/10 completed).

To confirm your signatures in the current document, click OK.

Repeat Steps 3-4 for each document in the transaction.

Once all your signatures have been applied, a refreshed version of the screen confirms that you have finished signing the transaction.

Once a transaction has been signed by all recipients, its status is changed to Completed. To view that status, it may be helpful to refresh your page.

To verify that all documents in a completed transaction have been signed, in the Documents section of the Transaction Detail page, click the icon under Signed Documents. This enables you to download your documents. Open each document, and verify that all its Signature Blocks have been signed.